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Advanced Life Coaching Knowledge Base
Everything your marketing automation platform does, one job at a time — set up your workspace, capture leads, follow up by email and WhatsApp, take payments, and see what worked.
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Getting started
What this platform does, and the order to set it up · Understand your workspace and which modules are switched on · Set up the email address your messages send from
Something isn't working
My sequence is not sending · A payment came in but nothing happened · My WhatsApp message would not send
Contacts
Add one contact by hand · Import your contacts from a spreadsheet · Find and merge duplicate contacts
Read and reply to the replies your contacts send · Build an email sequence with the 4-step wizard · Which triggers actually start a sequence
Connect your WhatsApp number · Get your message templates approved and synced · Send a WhatsApp campaign to a contact
Funnels & pages
Create a funnel · Edit a page in the builder · Publish your funnel and set each page's address
Bookings
Create a booking event type · Set your weekly availability · Share, embed, or pause your booking link
Automations & integrations
Build a workflow that runs on its own · Connect Razorpay so payments update your contacts · Connect Google Sheets to keep a live copy of your data
Reports
Read your Growth & Trends dashboard · Email reports: opens, clicks, bounces and what they mean · See the results of one campaign you sent
New here? Read these first
- Set up your workspace — connect the email address your messages send from, before you write anything.
- Get your contacts in — import your list, then learn how tags work. Tags drive almost everything else.
- Build one funnel and one sequence — capture a lead, then follow up automatically.